Ability to add links to internal notifications in deal-based workflows
解決
We send internal notifications to our sales team when a deal has been won and when a customer reaches 'live' stage. This is done via a deal-based workflow.
We'd like to add in a link in the internal email notification so that people can go in and view the deal, however there doesn't seem to be a way to do this.
Ability to add links to internal notifications in deal-based workflows
解決
This is working for me. You just need to use the new "Record ID" field instead of the "Deal ID" field. Hubspot recently renamed the field to standardize it across modules. Just make sure there are no spaces between the URL and the token.
As I mentioned in my previous message, to create a URL like this, you must check there are no spaces between the URL and the Record ID. I did multiple tests until I got it right.
Ability to add links to internal notifications in deal-based workflows
解決
I know this is an old thread but I've an issue with Hubspot's "send internal notification" email. We use a deal notification to alert specific groups and in that notification, we have a SharePoint link (custom field) along with other details. As you may know, SharePoint links are mile long which stretches the email body to full screen width making rest of the information nonreable. Hubspot support suggested me to try an HREF HTML tag but that doesn't work because it looks like the notification goes out as plain text. Any suggestions from you experts? See the screenshot below. I want the "View Document" to be a clickable hyperlink and "#" is the SharePoint link custom field (token).
Ability to add links to internal notifications in deal-based workflows
解決
Thank you! I did not think to use the task action. Here's what I tried to do in the email notification. I can make the link but I can't figure out how to add the url with the token (e.g. Record ID) into hyperlinked text instead of showing the URL.
Ability to add links to internal notifications in deal-based workflows
解決
I wanted to provide some additional insights on this topic. I stumbled upon this thread, and while the solution brought me close to what I needed, further research eventually led me to the exact solution I was looking for.
Here's my scenario: I send automated internal marketing emails (via workflow) to my sales team when a web lead submits a form and selects a state within their territory. My sales team had a specific request: they wanted the email notification to include a "Go to Contact Record" button, similar to the Hubspot notifications for contact owner updates. The link formats I initially tried from this thread didn't quite work, but I finally found a format that worked perfectly and allowed me to integrate it into a button as a URL:
As pointed out by @isabelv4, it's essential to replace "######" with your Hubspot account ID (You can also find this if you open any contact record and look at the number listed between contacts/######"/record).
Additionally, make sure to use the precise spacing in the link example above and the property's internal value. I initially formatted it as {{contact.hs_object_id}}, but the absence of spaces on either side of the token value caused it not to function properly.
I know this is relevant for contact properties, and not deals, but thought I'd post anyways in case it can help someone, as this is the thread I found in my search for a solution.
Ability to add links to internal notifications in deal-based workflows
解決
This is working for me. You just need to use the new "Record ID" field instead of the "Deal ID" field. Hubspot recently renamed the field to standardize it across modules. Just make sure there are no spaces between the URL and the token.
Ability to add links to internal notifications in deal-based workflows
解決
This is working for me. You just need to use the new "Record ID" field instead of the "Deal ID" field. Hubspot recently renamed the field to standardize it across modules. Just make sure there are no spaces between the URL and the token.
Ability to add links to internal notifications in deal-based workflows
解決
@isabelv4 Would you be able to provide the exact formatting you used here? I've tested several options using Record ID but none of them were successful. Thanks!
As I mentioned in my previous message, to create a URL like this, you must check there are no spaces between the URL and the Record ID. I did multiple tests until I got it right.